Inlet Private Wealth, LLC ETF holdings
Jupiter, FL
Reported $6.3M in 10 ETFs in its Form 13F for June 30, 2026.
ETF value
$6.3M
ETFs held
10
Change from prior quarter
+2.2%
With price moves
ETFs as a share of its 13F
1.5%
of $411.3M
Top 10 of 10 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IAU | iShares Gold Trust | $2.6M | 34,284 | +42 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $819K | 3,851 | −50 shares |
| IEFA | iShares Core MSCI EAFE ETF | $544K | 5,634 | −50 shares |
| IWM | iShares Russell 2000 ETF | $495K | 1,649 | No change |
| VOO | Vanguard S&P 500 ETF | $468K | 682 | No change |
| VXUS | Vanguard Total International Stock ETF | $308K | 3,608 | −92 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $280K | 3,625 | −315 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $279K | 373 | −4 shares |
| IVV | iShares Core S&P 500 ETF | $269K | 359 | No change |
| IWD | iShares Russell 1000 Value ETF | $212K | 873 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001759751. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Inlet Private Wealth, LLC own?
Inlet Private Wealth, LLC reported 10 ETF positions worth $6.3M in its Form 13F for June 30, 2026. The largest was IAU, at $2.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.